Working with you

At Rathbone Greenbank Investments, we recognise that everyone's ethical priorities are different. We will ask you to complete an ethical questionnaire in order to establish your interests and concerns. These will then be reviewed in more detail with your investment manager, who will also discuss the likely financial impact of your ethical criteria.

Based on this, we will restructure your existing investments or construct a new portfolio that offers good financial prospects while reflecting your values and interests. We will produce reports describing the social and environmental features of each holding so that you can see why individual investments have been selected.

In managing your portfolio, your investment objectives will remain of fundamental importance. In particular, we will give careful consideration to your tax position, risk levels and income requirements. For charities, pension funds and other trusts we can help you to invest ethically while ensuring you meet your fiduciary responsibilities.